Greg Beacom is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Outside of his advisory role, he serves as a deacon at Heritage Reformed Baptist Church, where he assists with nursery oversight, communion service, and outreach. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program that utilizes proprietary algorithms and client risk profiles to recommend ETF-based portfolios, in addition to maintaining commission-based brokerage operations.

Jennifer Vanadia is a financial advisor at Citizens Securities, Inc. in Chagrin Falls, Ohio, with 14 years of industry experience. She holds the Series 66 designation and has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms and offers both discretionary managed accounts and commission-based brokerage services.

David Donges is a financial advisor with PNC Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at PNC Investments LLC since 2022 and previously held roles at KeyBank and Key Investment Services from 2016 to 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessments and delegated portfolio management with mutual funds and ETFs.

Jerry Hupp is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has operated Jerry Hupp Financial Services since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Thomas Breckenridge is a Chartered Financial Consultant (ChFC®) with 23 years of experience in the financial services industry. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006. He also serves on the Malone University Estate Planning Advisory Council, which discusses estate planning topics and strategies for attracting endowment funds. Primerica Advisors is part of Park Avenue Securities LLC, a firm serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a range of investment programs utilizing proprietary and third-party strategies and supports both discretionary and non-discretionary account management.

Ryan Miller is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Independent Advisor Alliance since 2019 and previously spent eight years at Independent Financial Partners and 15 years with LPL Financial. Miller serves as a board member of Glenmoor Country Club. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with technology-driven solutions and a network model of independent advisory representatives, many of whom hold dual registrations with LPL Financial.

David Criss is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio. He holds a Series 66 designation and has 21 years of industry experience, all with Citizens Securities since 2005. Outside of his advisory role, he serves as successor trustee and power of attorney for the Criss Family Living Trust without compensation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans. The firm provides both advisory and brokerage services, offering a digital advisory program alongside managed accounts, and operates as a broker-dealer and insurance agency.

Zachary Brinkley is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Citizens Securities since 2014. Outside of his advisory role, he operates a tax preparation service offering flat-fee income tax return filings. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, supported by proprietary algorithms and risk assessment tools.

Anthony Chmielewski is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Northcoast Research, and several other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Matthew Kallio is a financial advisor with Citizens Securities, Inc. in Macedonia, OH, holding a Series 66 designation and 19 years of industry experience. His prior work history includes roles at Citizens Bank, PNC Bank, and PNC Investments. Outside of his advisory work, he owns and manages a single-member LLC involved in real estate holdings. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Donald Mack is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding Series 65 and Series 63 licenses and has four years of industry experience. He has worked primarily within the Citizens organizations since 2019, with prior experience at American Income Life Insurance and Coach. Outside of his advisory role, Mack operates a small online business buying and selling Magic: The Gathering trading cards. Citizens Securities serves a wide retail client base including individuals and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, supported by its affiliation with Citizens Bank, N.A.

David Ciccarelli is a financial advisor with Primerica Advisors in Naples, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes long-term roles with Primerica Advisors and Guardian Life Insurance of America. Outside of his advisory work, he is involved with Innovatus Wealth Advisors LLC, a business intended for future use as a DBA. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, employing a range of proprietary and third-party investment strategies and offering financial planning, retirement consulting, and business consulting.

Nikolche Sobevski is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at The Huntington National Bank and its affiliated investment company since 2017. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment approach that combines third-party managers with proprietary models, offering a range of wrap-fee programs through the Envestnet MAS platform.

Daniel Duric is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Citizens Securities, he worked at KeyBank and its affiliated investment services firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program.

Ryan Prokopius is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Citizens Securities since 2007. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers a range of investment advisory programs, brokerage, and insurance services, including a digital advisory program managed in partnership with SigFig and a Managed Account program.

Kevin Krakora is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds a Series 65 credential and previously worked at Storey & Associates for six years before joining MAI Capital in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning and tax services into its client relationships.

Raymond Pelanda is a financial advisor with Primerica Advisors based in Canton, Ohio, holding a Series 63 designation and bringing 23 years of industry experience. He has worked with Park Avenue Securities since 2002 and with Guardian Life Insurance Company since 2000. Outside of his advisory role, he officiates basketball games. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and offers various programs and account-level services to meet client needs.

Susan Marran is a financial advisor at OSAIC Institutions, INC. with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including First Commonwealth, Infinex Investments, LPL Financial, and Firstmerit Bank. She also dedicates time to the First Commonwealth Bank Trust Division. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s approach includes a mix of fundamental and technical analysis, third-party due diligence for alternative investments, and a notable emphasis on non-discretionary assets.

Matthew Obradovich is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services LLC, New York Community Bank, and LPL Financial. Outside of his advisory role, he is involved in consulting through Obradovich Enterprises LLC and manages practice expenses via MDO Group LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

David Colwell is a financial advisor at Citizens Securities, Inc. in Cleveland, OH, holding Series 63, 65, and 66 licenses with 37 years of industry experience. He has worked at Citizens Securities since 2005. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program and a Managed Account program and is wholly owned by Citizens Bank, N.A.